6 July 2015
Walt Helms and Wayne Tonning Rethink Variable Life in The Wealth Channel MagazineView
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We provide access to financial services designed specifically for affluent individuals and corporations through an exclusive network of more than 140 Member Firms.
Our Founders saw that traditional life insurance products and distribution systems weren't serving their most valuable clients. They started M Financial Group in 1978 with the goal of creating products and services for affluent clients that would return the value to those who created it. Nearly four decades later, M Financial continues to deliver value to clients on a daily basis.
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We create exclusive life insurance products that affluent and corporate clients deserve. By segmenting the experience data that drives product pricing, and by investing our own capital into the policies placed by our Firms, we create pricing efficiencies that can't be matched.
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Our mission is simple: to treat existing clients as well as new clients. Everything we do is designed to advocate on behalf of Member Firm clients: due care, product development, underwriting, reinsurance, and in-force management. We care about our clients, their success, and the sustainability of the solutions we provide.
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We welcome the opportunity to explore new relationships with firms that share our core values. The addition of new Member Firms brings new perspectives, new leaders, and new possibilities to the M Community.